Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.65T
1-Year Est. Return 24.8%
 

Morgan Stanley, founded in 1935 by Henry Sturgis Morgan and Harold Stanley as a spin-off from J.P. Morgan & Co., is a leading global financial services firm headquartered in New York City. Initially focused on investment banking, it has evolved into a diversified powerhouse offering wealth management, institutional securities, and asset management services, catering to corporations, governments, institutions, and high-net-worth individuals. With a strong presence in mergers and acquisitions, underwriting, and trading, Morgan Stanley manages billions in assets and is known for its sophisticated financial advisory services. The firm has adapted to modern markets by expanding its digital offerings and wealth management division, notably through its 2020 acquisition of E*TRADE, solidifying its position as a Wall Street titan.

This Quarter Est. Return
1 Year Est. Return
+24.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$741B
AUM Growth
-$68.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8,467
New
Increased
Reduced
Closed

Top Buys

1
+$1.85B
2
+$1.78B
3
+$1.73B
4
TSM icon
TSMC
TSM
+$1.2B
5
AMGN icon
Amgen
AMGN
+$1.15B

Top Sells

1
+$2.6B
2
+$1.29B
3
+$1.25B
4
TWLO icon
Twilio
TWLO
+$1.22B
5
EPAM icon
EPAM Systems
EPAM
+$1.12B

Sector Composition

1 Technology 18.61%
2 Healthcare 9.76%
3 Financials 9.05%
4 Consumer Discretionary 8.4%
5 Communication Services 6.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2201
$18.3M ﹤0.01%
263,496
-165,838
2202
$18.3M ﹤0.01%
413,772
+36,724
2203
$18.2M ﹤0.01%
105,892
-50,463
2204
$18.2M ﹤0.01%
96,482
-46,297
2205
$18.2M ﹤0.01%
930,282
-518,864
2206
$18.2M ﹤0.01%
307,901
-13,195
2207
$18.2M ﹤0.01%
115,961
-1,148
2208
$18.2M ﹤0.01%
741,703
-47,136
2209
$18.2M ﹤0.01%
160,655
+33,450
2210
$18.1M ﹤0.01%
367,143
+21,520
2211
$18.1M ﹤0.01%
99,943
+11,920
2212
$18.1M ﹤0.01%
205,493
-62,873
2213
$18.1M ﹤0.01%
258,583
+86,131
2214
$18.1M ﹤0.01%
1,605,029
-594,283
2215
$18.1M ﹤0.01%
302,669
-9,918
2216
$18.1M ﹤0.01%
2,332,000
+1,634,290
2217
$18.1M ﹤0.01%
91,134
+40,074
2218
$18M ﹤0.01%
335,365
-14,325
2219
$18M ﹤0.01%
184,088
+78,585
2220
$18M ﹤0.01%
220,652
-17,424
2221
$18M ﹤0.01%
203,955
-92,829
2222
$18M ﹤0.01%
855,857
-257,004
2223
$18M ﹤0.01%
437,652
+190,845
2224
$18M ﹤0.01%
329,270
+16,230
2225
$17.9M ﹤0.01%
4,803,380
+77,774
87 88
89
90 91